+163.6%
IOVA vs NVDX
+833.4%
-669.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.6% |
| 7D | +5.1% | +7.3% | -2.2% | +4.3% |
| 30D | +37.2% | -0.9% | +38.1% | +37.1% |
| 3M | +117.5% | +8.4% | +109.1% | +114.3% |
| 6M | +69.6% | +38.2% | +31.4% | +61.8% |
| YTD | +218.7% | +19.3% | +199.4% | +206.9% |
| 1Y | +265.5% | +33.3% | +232.3% | +243.8% |
| All | +163.6% | +833.4% | -669.7% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling